Josh is a Wealth Advisor and owner at Assurgent Wealth Management. He focuses on improving clients’ lives by providing strategic, innovative and holistic advice. For over a decade, Josh has combined technology and sincere passion to deliver an unmatched client experience.
Josh served in the Ohio Army National Guard for 9 years. He was deployed overseas twice and provided relief during Hurricane Katrina. While serving, he graduated from Wright State University where he majored in financial services. He is a CFP® and a Certified Investment Management Analyst?. Josh lives with his wife and three sons in Mason, Ohio where he is an active member of the community. In 2012 he co-founded Young Professionals at Austin Landing, a nonprofit organization dedicated to advancing young professionals. He was recognized as one of Dayton’s Top 40 under 40 in 2013.
